When you configure an export, import, or another type of flow step using the form view designed for the PracticePanther connector, the following API operations are supported:
API | Operation | Export | Import |
---|---|---|---|
Accounts
|
List all Accounts |
X |
|
Get an Account | X | ||
Create an Account | X | ||
Create or Update an Account | X | ||
Delete an Account | X | ||
Update an Account |
X | ||
BankAccounts |
Get a BankAccount |
X |
|
List all BankAccounts | X | ||
Create a BankAccount | X | ||
Create or Update a BankAccount | X | ||
Delete a BankAccount | X | ||
Update a BankAccount | X | ||
CallLogs |
Get a CallLog |
X |
|
List all CallLogs | X | ||
Create a CallLog | X | ||
Create or Update a CallLog | X | ||
Delete a CallLog | X | ||
Update a CallLog | X | ||
Contacts |
Get a Contact |
X |
|
List all Contacts | X | ||
CustomFields |
Get a customfield |
X |
|
List all customfields of company | X | ||
List all customfields of contact |
X |
||
List all customfields of matter | X | ||
Emails |
Get an Email |
X |
|
List all Emails | X | ||
Create an Email |
X |
||
Create or Update an Email | X | ||
Delete an Email |
X |
||
Update an Email | X | ||
Events |
Get an Event |
X |
|
List all Event | X | ||
Create an Event |
X |
||
Create or Update an Event | X | ||
Delete an Event |
X |
||
Update an Event | X | ||
ExpenseCategories |
Get an ExpenseCategory |
X |
|
List all ExpenseCategories | X | ||
Create an ExpenseCategories |
X |
||
Create or Update an ExpenseCategories | X | ||
Delete an ExpenseCategories |
X |
||
Update an ExpenseCategories | X | ||
Expenses |
Get an Expense |
X |
|
List all Expenses | X | ||
Create an Expense |
X |
||
Create or Update an Expenses | X | ||
Delete an Expense |
X |
||
Update an Expense | X | ||
Invoices |
Get an Invoice |
X |
|
List all Invoices | X | ||
Delete an Invoice | X | ||
Items |
Get an Item |
X |
|
List all Items | X | ||
Create an Item |
X |
||
Create or Update an Item | X | ||
Delete an Item |
X |
||
Update an Item | X | ||
Matters |
Get a Matter |
X |
|
List all Matters | X | ||
Create a Matter |
X |
||
Create or Update a Matter | X | ||
Delete a Matter |
X |
||
Update a Matter | X | ||
Notes |
Get a Note |
X |
|
List all Notes | X | ||
Create a Note |
X |
||
Create or Update a Note | X | ||
Delete a Note |
X |
||
Update a Note | X | ||
Payments |
Get a Payment |
X |
|
List all Payments | X | ||
Delete a Payment | X | ||
Relationships |
Get a Relationship |
X |
|
List all Relationships | X | ||
Create a Relationship |
X |
||
Create or Update a Relationship | X | ||
Delete a Relationship |
X |
||
Update a Relationship | X | ||
Tags |
List of all tags currently being used for accounts |
X |
|
List of all tags currently being used for activities |
X | ||
List of all tags currently being used for matters |
X |
||
Tasks |
Get a Task |
X |
|
List all Tasks | X | ||
Create a Task |
X |
||
Create or Update a Task | X | ||
Delete a Task |
X |
||
Update a Task | X | ||
TimeEntries |
Get a TimeEntry |
X |
|
List all TimeEntries | X | ||
Create a TimeEntry |
X |
||
Create or Update a TimeEntry | X | ||
Delete a TimeEntry |
X |
||
Update a TimeEntry | X | ||
Users |
Get an User |
X |
|
List all Users | X | ||
Delete a User | X |
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